IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.3M
3
+$13.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M
5
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$13.5M

Top Sells

1
+$37.6M
2
+$15.7M
3
+$13.1M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.98M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.89M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$22K ﹤0.01%
1,267
+722
2827
$22K ﹤0.01%
144
-221
2828
$22K ﹤0.01%
+25,950
2829
$22K ﹤0.01%
1,370
-595
2830
$22K ﹤0.01%
420
+18
2831
$22K ﹤0.01%
350
+2
2832
$21K ﹤0.01%
2,227
-1,852
2833
$21K ﹤0.01%
225
-430
2834
$21K ﹤0.01%
1,702
-478
2835
$21K ﹤0.01%
+390
2836
$21K ﹤0.01%
2,707
-352
2837
$21K ﹤0.01%
481
-243
2838
$21K ﹤0.01%
596
+569
2839
$21K ﹤0.01%
996
+624
2840
$21K ﹤0.01%
594
2841
$21K ﹤0.01%
919
+73
2842
$21K ﹤0.01%
156
+142
2843
$21K ﹤0.01%
618
-25
2844
$21K ﹤0.01%
7,536
+3,436
2845
$21K ﹤0.01%
388
-611
2846
$21K ﹤0.01%
78
+36
2847
$21K ﹤0.01%
358
2848
$21K ﹤0.01%
1,092
2849
$21K ﹤0.01%
191
+2
2850
$21K ﹤0.01%
818
+307
112 113
114
115 116